Calamos Global Total Return Fund
CGO
33 hedge funds and large institutions have $20.9M invested in Calamos Global Total Return Fund in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
53% more capital invested
Capital invested by funds: $13.7M → $20.9M (+$7.28M)
43% more funds holding
Funds holding: 23 → 33 (+10)
7.37% more ownership
Funds ownership: 14.75% → 22.12% (+7.4%)
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Calamos Wealth Management
Naperville,
Illinois
|
+$2.11M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.32M |
| 3 |
Citigroup
New York
|
+$1.18M |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$1.13M |
| 5 |
LPL Financial
San Diego,
California
|
+$728K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$530K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$328K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$201K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$157K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$84.5K |
CGO Hedge Fund Activity: Q4 2015 in Review
33 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Calamos Global Total Return Fund (CGO) for Q4 2015, worth a combined $20.9M — up 53% from $13.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CGO positions and 2 closed out — a net gain of 10 holders — while 6 added to existing stakes and 12 trimmed.
The largest buyer was Calamos Wealth Management, opening a new position worth an estimated $2.11M. The largest seller was Royal Bank of Canada, cutting an estimated $530K.
- 33 institutional investors held Calamos Global Total Return Fund (CGO) as of Q4 2015, up from 23 in Q3 2015.
- Funds reported $20.9M of Calamos Global Total Return Fund stock for Q4 2015, up 53% quarter-over-quarter.
- 12 funds opened new Calamos Global Total Return Fund positions in Q4 2015 and 2 closed out, a net change of +10 holders.
- The largest Calamos Global Total Return Fund buyer in Q4 2015 was Calamos Wealth Management, an estimated $2.11M added.
- The largest Calamos Global Total Return Fund seller in Q4 2015 was Royal Bank of Canada, an estimated $530K sold.
Based on aggregated 13F filings for Q4 2015.